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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,120 | $88,672+23.1% | $105,223+3.7% | $82,448+32.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.19% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,891 | $3,048-5.1% | $3,689-21.6% | $2,551+13.3% |
| Participant deferral / active EE | $5,335 | $4,036+32.2% | $5,072+5.2% | $4,139+28.9% |
| Admin fee / account holder | $2,750 | $7,146-61.5% | $8,859-69.0% | $7,234-62.0% |